Randy Seckman & Associates, Inc (Atlanta)

Randy Seckman & Associates, Inc is a large advisory firm based in Atlanta. It manages $89 million of regulatory assets for 284 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Georgia, South Carolina, and Tennessee.

Randy Seckman & Associates provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Randy Seckman & Associates: assets under management

The assets under management (AUM) of Randy Seckman & Associates, Inc is $89 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $87.5 million in discretionary accounts and $1.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $324.07 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $107.14 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Randy Seckman & Associates, Inc for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Randy Seckman & Associates, Inc

Randy Seckman & Associates, Inc is owned by Joyce Spieker Seckman. John Prescott Seckman has been acting as President since 1 May 2001. Stephanie Adaire Yucius joined the executive team most recently as the Associate.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William George Hammond	Associate	1 Mar 1982	Other	235395
Stephanie Adaire Yucius	Associate	1 Mar 1997	Other	4407299
Joyce Spieker Seckman	Owner	1 Mar 2001	75% - 100%	4407311
John Prescott Seckman	President	1 May 2001	Other	4373705

Based in Atlanta

The principal office where Randy Seckman & Associates, Inc performs its advisory services is located at 400 Galleria Pkwy, Atlanta, GA 30339, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.